Janney Montgomery Scott’s WisdomTree WT Stock Holding History

Janney Montgomery Scott’s Portfolio WT Stock Details WT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-12,095	Closed	-$75K	–	2153
2019 Q2	$75K	Sell	12,095 -5,516	-31%	-$37.4K	﹤0.01%	2013
2019 Q1	$124K	Sell	17,611 -6,110	-26%	-$42.1K	﹤0.01%	1933
2018 Q4	$158K	Sell	23,721 -1,040	-4%	-$7.55K	﹤0.01%	1813
2018 Q3	$210K	Buy	24,761 +1,759	+8%	+$14.9K	﹤0.01%	1901
2018 Q2	$209K	Buy	+23,002	New	+$240K	﹤0.01%	1836
2018 Q1	–	Sell	-11,203	Closed	-$141K	–	2020
2017 Q4	$141K	Buy	+11,203	New	+$129K	﹤0.01%	1859
2016 Q1	–	Sell	-18,490	Closed	-$290K	–	1424
2015 Q4	$290K	Buy	+18,490	New	+$339K	0.01%	1072
2014 Q3	–	Sell	-10,600	Closed	-$131K	–	2328
2014 Q2	$131K	Buy	+10,600	New	+$120K	﹤0.01%	2078

Other funds holding WT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Janney Montgomery Scott's WT Position: Q3 2019 in Review

Janney Montgomery Scott sold out of WisdomTree (WT) in Q3 2019, closing a stake of 12,095 shares — an estimated $75K sold.

Janney Montgomery Scott first reported a position in WT in Q2 2014 and held it in 8 quarters. The position peaked at $290K in Q4 2015. 167 funds tracked by Wall St. Rank hold WT as of Q3 2019.

Janney Montgomery Scott reported no remaining WisdomTree position as of Q3 2019 after selling out during the quarter.
Janney Montgomery Scott sold 12,095 WisdomTree shares in Q3 2019, an estimated $75K.
Janney Montgomery Scott first reported a position in WisdomTree in Q2 2014 and held it in 8 quarters.
Janney Montgomery Scott's WisdomTree position peaked at $290K in Q4 2015.
167 funds tracked by Wall St. Rank held WisdomTree as of Q3 2019.

Based on Janney Montgomery Scott's 13F filing for Q3 2019, filed 29 Oct 2019.